Multi Step Checkout with pre-purchase questionnaire

Entropical
Shopify Partner
6 0 0

Hello everyone,

I have been looking around for the multi-step checkout process to capture additional data before the purchase happens. This includes custom multi-form questions, date of birth check, conditional questions, etc., Very similar to what https://iviewellness.co/ has done (they use Shopify too). So as an example here is the screenshot:

Entropical_0-1699260674878.png

It allows to fill in this custom form, capturing DoB and once you click on checkout it then goes to normal shopify checkout. Any ideas how to do this ? I almost gave up on Shopify because it is not easy to find the information about custom forms. Thanks for all the help!

Replies 3 (3)

PaulNewton
Shopify Partner
6339 579 1343

@Entropical wrote:

it is not easy to find the information about custom forms.


 

Because your not using correct and precise language, that is not a checkout it's just a glorified customized cart. A cart is not a checkout a checkout is not an order,etc.

Build a cart like with with cart attributes

https://community.shopify.com/c/shopify-design/cart-use-cart-attributes-to-collect-more-information/... 

Or line item properties per product

https://community.shopify.com/c/shopify-design/product-pages-get-customization-information-for-produ... 

 

💣Both guides are for vintage themes you will have to adapt them to modern themes.

 

If you need this customization then contact me by mail for services.
ALWAYS please provide context, examples: store url, theme name, post url(s) , or any further detail in ALL correspondence.
Contact info in signature.

 

Notice the example has done a poor job of a custom cart,  with miscommunicating which types of orders they auto cancel in the field tooltips , and fails to pass the info to checkout making customers double entry so they're prolly losing a chunk of business.

 

Note that only Shopify Plus stores could actually modify the /checkout process, or could till deprecation due to shopify functions which do let merchants expose some features in checkout now through apps.

Save time & money ,Ask Questions The Smart Way


Confused? Busy? Get the solution you need paull.newton+shopifyforum@gmail.com


Problem Solved? ✔Accept and Like solutions to help future merchants

Answers powered by coffee Buy Paul a Coffee for more answers or donate to eff.org


WhiteWater_Web
Shopify Expert
457 17 42

Yes, unless on Shopify Plus this cannot be done at checkout, it must be done on the cart or product pages. Fairly easy to add triggered cart fields (triggered by product tags for example), and pass that into the order as line item info. You could even do this with draft orders as well - if you wanted to capture the data, inspect it, and auto-create a draft order you can send to the ‘buyer’ - before a checkout officially happens.

 

Let us know if you need a hand.

 

Cheers.

 

WhiteWater Web

A certified Shopify Partner and Expert, WhiteWater Web (WWW) is a premium digital solutions company specializing in advanced Shopify Dev, Usability/Design, and Online Strategy. WWW has been working with the Shopify platform since 2006.
info@whitewatersolutions.com
msfarooqi
Shopify Partner
5 0 0

Hi buddy,

Can you share information or guide for this.

https://community.shopify.com/c/shopify-discussions/urgent-help-required-multi-step-checkout-with-su...

Looking forward to your response. Thank you.